TECHD CYBERSECURITY – Co secures order worth ₹1.37 crore for Threat & Vulnerability Management Services from one of India’s largest conglomerates. Order duration is 1 year, marking a domestic, non-related party transaction. The deal strengthens the company’s credibility among top-tier enterprise clients and enhances revenue visibility.
WINSOL ENGINEERS – Posts 53% revenue growth in H1 FY26; order book surpasses ₹240 crore on strong renewable project execution. H1 standalone revenue at ₹66.10 crore, up 58% YoY; Q2 revenue at ₹39.36 crore, up 53% YoY. Growth driven by PM-KUSUM projects and partnerships with Suzlon, Adani Green, Juniper, WYN, and ReNew Power. Construction underway at Alunova Profiles Pvt Ltd to expand in-house capacity.
ABHISHEK INTEGRATION – Receives work order for operation and maintenance of SS, Terminal Building, MSSR, Colony, and NDB at VSS Airport, Jharsuguda, for two years (2025–2027). Total contract value ₹2.82 crore (incl. GST).
SAATVIK ENERGY – Q1FY26 modules production at 685 MW with capacity utilisation of 81.47%. Strong order book of 4.05 GW as of 30th June 2025. Phase 1 of 4 GW Odisha facility on track for commissioning by Q4 FY26. Debt-equity ratio improves to 1.28 from 1.36 in Q4FY25.
SUN PHARMA – NCLT Ahmedabad approves composite scheme of arrangement for amalgamation of wholly owned subsidiaries with parent company. Subsidiaries include Sun Pharmaceutical Medicare, Green Eco Development Centre, Faststone Mercantile, Reallestone Multitrade, and Skisen Labs. Move aims to simplify structure and improve efficiency.
IRB INVIT FUND – Launches QIP worth ₹3,000 crore with an upsize option of ₹250 crore. Indicative offer price set at ₹60 per unit, reflecting a 2.8% discount to current market price.
TATA POWER – Signs pact with Juniper Green Energy for a 70 MW renewable energy project. (ET)
SONA BLW, SAMVARDHANA MOTHERSON, BHARAT FORGE – Mexico’s President Sheinbaum says trade talks between Mexico and the US are progressing well, potentially benefiting auto and component exporters.
SPECIALITY RESTAURANTS – Launches “Asia Kitchen by Mainland China” at Nexus Elante Mall, Chandigarh, on 8th October 2025. Expansion strengthens brand presence in North India and supports growth in the premium dining segment.
BHAGERIA INDUSTRIES – Commences commercial production of plasticizers and ethoxylates at its Tarapur unit from 8th October 2025 after receiving MPCB consent on 7th October.
TEJAS NETWORKS – Unveils indigenous Ojas64, a 64T64R Massive MIMO Radio, at India Mobile Congress 2025. The next-gen device delivers 320W output with high energy efficiency, aligning with the Atmanirbhar Bharat push. Innovation strengthens Tejas’s 5G/6G infrastructure capabilities.
MACRO & SECTOR INSIGHTS
- FOMC Minutes (Sept 16–17, 2025): Released by the US Federal Reserve. [Source: federalreserve.gov]
- NBFCs: Gold loan AUM expected to expand 30–35% in FY26 (ICRA).
- Power Transmission Opportunity:
- India is the 3rd-largest network globally with 8.17 lakh CKM (≥220kV) and 13.5 lakh MVA capacity.
- Inter-regional capacity up 230% since 2014.
- FY25 additions at 8,830 CKM (target 15,253 CKM); RoW and land costs remain bottlenecks.
- National Electricity Plan (2022–32) projects ₹2.44 lakh cr investment for 500 GW non-fossil capacity by 2030.
- Sector CAGR expected at ~7.5% till 2030, supported by PPP and policy reforms.
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